Daniel Brady
Boston 100 Federal Street, 37th Floor Boston, MA 02110
Phone number:
617-357-9600
Toll-free:
877-614-9600
Fax number:
617-357-9602
Daniel Brady
, CFA, CFP®
Senior Vice President
Dan Brady is a relationship manager in CIBC Private Wealth’s Boston office, with 10 years of experience in the investment management industry. In this role, he works closely with families to design throughtful investment solutions that integrate philanthropic, estate, and tax planning objectives .
Dan began his career at MFS Investment Management, where he was a client portfolio analyst. Prior to joining the firm in 2020 , Dan was a vice president of sales at Trendrating SA, where he assisted investment professionals design and implement factor-based equity models.
Dan earned a Bachelor of Science in finance from Bentley University and holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certifications. He is also a member of the Boston Chamber of Commerce, the UNICEF NextGen chapter in Boston, and the CFA Society of Boston.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S
Latest financial insights & resources
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.